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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,218 | $55,470-76.2% | $155,556-91.5% | $74,478-82.3% |
| Participation rate | 16.4% | 61.9%-45.5pp | 78.2%-61.8pp | 67.2%-50.8pp |
| Annual return | 21.36% | 269.80%-248.4pp | 64.84%-43.5pp | 1370.56%-1349.2pp |
| Employer contribution / active EE | $203 | $2,267-91.0% | $4,675-95.7% | $2,626-92.3% |
| Participant deferral / active EE | $847 | $2,838-70.1% | $5,631-85.0% | $4,350-80.5% |
| Admin fee / account holder | $186 | $1,744-89.3% | $15,885-98.8% | $1,946-90.4% |